HPC News Bytes – 20250714
- Author
- OrionX.net
- Published
- Mon 14 Jul 2025
- Episode Link
- https://orionx.net/2025/07/hpc-news-bytes-20250714/
– SemiAnalysis on the business of AI: GPUs, Neoclouds, Inference Providers, Applications
– 2nm fab race: TSMC, Intel, Samsung aim to ship this year
– IFS external customers
– Nvidia valuation: a trillion here a trillion there!
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